Quick Reference Guide

Purpose: Step-by-step instructions for maximizing value from Octopus AI platform.

1️⃣ How to Download & Access & What to Do When You're Stuck

CheatSheet

CheatSheet

Discovery Process

Problem: Can't find a department, cost center, or vendor?

Use partial matching queries:

• "Show me the list of all vendors starting with C"
• "Show me all department names containing 'People'"
• "List all cost centers with 'Marketing' in the name"

Result: Discover exact naming conventions in your system.

Support Channels

Level 1: Self-Service

1. Check FAQ section (orange toggle on User Library)
2. Review Support Documentation
3. Search Training & Onboarding guides